High Finance for Prospect Researchers: Private Equity and Hedge Funds*
*minimum 2 years in Prospect Research required
Friday, March 15, 2024- Friday, April 12, 2024 (4 sessions, online)
CLASS SCHEDULE
Friday, March 15, 11:00AM – 12:30PM (ET)
Friday, March 22, 11:00AM- 12:30PM (ET)
Friday, April 5, 11:00AM – 12:30PM (ET)
Friday, April 12, 11:00AM – 12:30PM (ET)
(Note: There will be no session on 3/29/2024)
PROGRAM DESCRIPTION:
The US Financial Services industry creates, maintains, and perpetuates a disproportionate number of personal fortunes. Its activities touch virtually every affluent major prospect on the donor and prospect lists of every nonprofit organization.
It can also present an intimidating challenge for prospect researchers stymied by artful industry jargon, organization and fee structures, and eye-popping deal figures. Still, the better researchers understand this world, the more opportunities they can bring to light for the organizations they serve.
This four week survey course examines investment managers in the “alternatives” subsector: private equity (“buyout” and venture capital) and hedge fund businesses and will feature:
Class Descriptions (order of coverage subject to change):
Class 1
Class 2
Class 3
Class 4
FACULTY:
Valerie Anastasio is Senior Director of Prospect Development at Boston Children’s Hospital Trust. Her development experience spans more than two decades, including positions at the Broad Institute, Museum of Fine Arts Boston, Harvard University, Brandeis University, Boston Lyric Opera, WGBH, and as a consultant with The Helen Brown Group. She serves on the board of the BARKA Foundation, an international development organization addressing water resources and women’s empowerment issues in Burkina Faso and neighboring West African countries. She is a past board member of NEDRA and a recipient of NEDRA’s Ann Castle Award. She is a graduate of Williams College.
COST:
$225 Members
$275 Non-Members
Are you a current or recently lapsed NEDRA member and want to attend this program for free? Deadline to apply for the need-based NEDRA Community Scholarship is the end of the day on Friday, February 23, 2024.
LOCATION:
Attendees will receive a Zoom link in advance of the first class. Please note, NEDRA's High Finance sessions are not recorded.
DEADLINES:
Registration for this event closes on Wednesday, March 13, 2024 at 11AM.
Prospect Development and People Development: Becoming an Effective Manager
Wednesday, April 3, 2024
1:00 PM-2:30 PM ET
Online
Have you recently (or maybe not so recently) been promoted to a management position and realized you’ve never received any formal training in overseeing and motivating individuals and teams? This interactive workshop will explore how effective management intersects with the work of prospect development. In the first part of the workshop, you will examine the compelling research on the profound role that managers play in so many aspects of the employee experience, and how to embrace the responsibility. You will learn a dynamic framework to help you identify both your managerial strengths and weaknesses, and to examine which manager skill domains your organization needs from you most right now. In the second part of the workshop, you will have the opportunity to build your toolkit for people development. First you will learn important distinctions between managing for performance and managing for development. Then, you’ll learn techniques and approaches for facilitating high impact 1-on-1’s and helping your people grow along their career trajectory.
PRESENTER:
Lou Bergholz founded Edgework in 2001 and has over two decades of experience working with teams, organizations and communities on their most pressing human capital and human development issues. Besides leading the company for over two decades, Lou has helped build Edgework’s unique Knowledge Lab, an internal research and learning hub that fuels all of Edgework’s design and facilitation work.
Lou brings to his consulting work a rare blend of design expertise, professional consulting presence and truly engaging and exciting facilitation. Lou’s passion for learning stems from years of work on the front lines of education and organizational development, across the United States and in Israel, South Africa, Malawi, Thailand, Namibia, Canada, Ethiopia, Gaza, Jordan, Ireland, Zambia, Lesotho, and Zimbabwe. Lou has worked in the boardroom, the classroom and in non-traditional educational settings, with populations ranging from executives from major corporations to young adults with life threatening illnesses.
$50 Members
$100 Non-Members
Are you a current or recently lapsed NEDRA member and want to attend this program for free? Apply for the need-based NEDRA Community Scholarship.
Attendees will receive a Zoom link a day before the event; this meeting will be held as a Zoom meeting and a recording will not be available. Please note: attendees should expect to keep cameras on and participate in large and small group discussions.
Registration for this event closes on April 1, 2024 at 12PM or when the event is full.
A Crypto Primer
Thursday, April 11, 2024
2:30PM- 3:30PM (ET)
Cryptocurrency is a digital or virtual form of currency that uses cryptography for security and operates independently of a central bank. Unlike traditional currencies, cryptocurrencies rely on decentralized control through blockchain technology. Bitcoin, created in 2009, was the first decentralized cryptocurrency, and since then, thousands of other cryptocurrencies have been developed.
In this session you will learn:
What is Cryptocurrency?
How do you acquire it?
Trends in Crypto
How can my organization accept a crypto donation?
Amy Begg is Senior Director of Research and Prospect Management at the Harvard Business School. Previously, Amy served as Executive Director of Pipeline Optimization for Emory University. At Emory, Amy was responsible for developing robust pipelines, optimizing fundraiser portfolios and oversaw the Research and Prospect Management teams. Prior to that, Amy worked for over 18 years at Harvard University in various leadership positions on the research and prospect management. In 2016, Amy created the first prospect management team for the Faculty of Arts and Sciences. She has also provided guidance on prospect management for the University development office, the Radcliffe Institute, the Harvard Kennedy School of Government, the Harvard Graduate School of Education and the Harvard Divinity School. Amy is also co-founder and partner of Cypriped LLC., a cryptocurrency mining company.
Amy served two terms as a trustee for the University System of New Hampshire (USNH) from July of 2015 until June of 2023. She is a past president and board member of NEDRA. Previously, she served as a board member for the Plymouth State Alumni Association, including a term as chair of the association.
$25 Members
$50 Non-Members
Attendees will receive a Zoom link a day before the event; this meeting will be held as a Zoom meeting and a recording will not be available.
Deadline for registration will be April 9th at 5PM.
Using Excel for Data Analytics: Pivotal Tips for Prospect Development
Thursday, April 18, 2024
2PM- 3PM (ET)
From reports and dashboards to presentations, data analytics is an essential tool for prospect development teams. Enterprise business intelligence tools are great, but you don’t need a fancy platform to develop effective data analytics and visualizations. Excel is widely available and packed with features for data analysis and charting. Join Nicole Wittlin and Max Dakin – a.k.a “The Scattered Plotters” – to learn tips for taking your Excel skills to the next level. This session will demonstrate end-to-end analytics concepts from data collection and cleaning to visualization and presentation.
PRESENTERS:
Max Dakin is Deputy Director, Philanthropy Data Strategy at UNICEF USA, where he manages data and technology initiatives including analytics, modeling, and data visualization. Prior to UNICEF USA, Max held fundraising and analytics roles at the John F. Kennedy Center for the Performing Arts. Max serves on Apra's Education and Professional Development committee and is former co-chair of Apra's Data Science Committee. He lives in Portland, Maine.
Nicole Wittlin is the Lead Analyst for Data Management on the Alumni Relations and Development team at the University of Chicago, where she manages data operations, integrity, and quality for the department’s Salesforce database and related technology integrations. Prior to UChicago, Nicole was the Assistant Director of Philanthropy Data at Texas A&M – Commerce. She holds a Master of Science in Data Science from Southern Methodist University (SMU) and has a wealth of fundraising expertise and analytics knowledge from both her work in APRA and prior roles at the American Red Cross, NPR’s From the Top, and the Madison Symphony Orchestra. She lives in Chicago, Illinois.
Deadline for registration will be April 16th at 1PM.
Research Basics Bootcamp
Wednesday, May 1, 2024 9:00 AM - 4:30 PM EST
Research Basics Bootcamp is one full day of instruction in the essentials of prospect research. This training is a must for those new to research or those who have had research added to their roles. No experience in the field is necessary to begin learning how to apply professional research methodologies. The day will cover such subjects as:
Lisa Foster is the Director of Prospect Development at Phillips Academy in Andover, Massachusetts, where she is also an alumna, past parent and current parent. Lisa is a former member of the Board of Directors of NEDRA. Over the course of her term, she served as the Treasurer of the Board of Directors, Conference Co-Chair for two NEDRA Conferences, Secretary of the Board, and Co-Chair of various committees. Lisa continues to serve on the NEDRA Programming and Nominating Committees. Lisa served as a Director of the Haverhill Foundation for Excellence in Education for over twenty years and has also served as a director of the Haverhill Discovery Club Program.
Dave Owens is a Principal Analyst at the Boston Children’s Hospital Trust, where he began his development career as a Prospect Researcher in 2001. Prior to his tenure at Boston Children’s Hospital, he worked in clinical administration at Beth Israel Deaconess Medical Center in the departments of Pulmonary Care and Oncology. He received his M.A. degree in Political Science from Northeastern University, a B.A. degree in Philosophy and Public Policy from UMass/Boston, as well as an A.A. degree in Mathematics/Science from Cape Cod Community College. Dave has served on several NEDRA Committees, and has been a presenter at past NEDRA Conferences and Seminars in areas ranging from ADV filings to international research. He is currently a member of NEDRA’s Programming Committee.
$199 for Members
$298 for Non-members*
*Note: Non-member registration includes a full year of NEDRA membership. These memberships will be assigned on the last day of the course unless you waive the option by contacting office@nedra.org.
Omni New Haven at Yale
155 Temple Street
New Haven, CT 06510
Registration for this event closes on Thursday, April 25th, 2024 at 5PM or when it sells out.
Wednesday, May 1, 2024
9:00 AM - 4:30 PM EST
This survey course examines investment managers in the “alternatives” subsector: private equity (“buyout” and venture capital) and hedge fund businesses and will feature:
Class Topics (order of coverage subject to change):
$225 for Members
$275 for Non-members
Welcome to the 2024 NEDRA Annual Conference
Thursday, May 2 & Friday, May 3, 2024
Don't miss this opportunity to attend the annual conference presented by New England Development Research Association.
Location
Omni New Haven Hotel at Yale
New Haven, CT 06510 203-772-6664
Program
View Session List
View Program Schedule
View Local Restaurant Options
Register Today!
Click on the green REGISTER button in the left margin or click here to activate the registration form. Members will be prompted to log in to get access to member rates.
May 1 Pre-Conference Workshops are an add on that people can buy. Information is coming soon about Pre-Conference Workshops that will be hosted at the hotel one day before.
Pricing
NEDRA Member
Registration Type
Member Pricing
Member Rate - Early Bird (through Feb 29)
$398
Member Rate - Regular Rate (Mar 1 or later)
$448
One Day of Conference (Thursday only or Friday only)
$224
Add on option: One Day Research Basics Bootcamp (Wednesday)
$199
Add on option: One Day High Finance Workshop (Wednesday)
Non-Member
Non-Member Rate - Early Bird (through Feb 29)
$498
Non-Member Rate - Regular Rate (Mar 1 or later)
$548
$324
$299
Hotel Reservations
To take advantage of group rate hotel bookings at the Omni New Haven Hotel, please use the following link:
DIRECTIONS
From Laguardia Airport (80 mi)
Get on Grand Central Parkway. Take I-95 N to Oak Street Connector in New Haven. Take exit 47 from I-95 N. Continue on Oak Street Connector. Take Church Street to Temple Street.
From Boston (137 mi)
Follow I-90 W and I-84 to CT-15 S/Berlin Turnpike in Wethersfield. Continue to Meriden. Take exit 67S from CT-15 S. Follow I-91 S to Trumbull Street in New Haven. Take exit 3 from I-91 S. Drive to Temple Street.
From Albany (151 mi)
Get on I-787 N from N Pearl Street. Take I-90 E and I-91 S to Trumbull Street New Haven. Take exit 3 from I-91 S. Drive to Temple Street.
Parking
There is a covered, secured parking lot underneath the hotel. Self-parking and valet parking are available in this lot for an extra charge. Unfortunately, NEDRA cannot validate parking at the Conference.
Train Information
Train options to New Haven Union Station or State Street Station (limited train service). If arriving at Union Station, it is recommended to take a rideshare/taxi to the Omni Hotel or the free shuttle to the Temple & Crown stop; State Street is walkable to the hotel.
Amtrak: Group discounts if traveling with up to 8 people: https://www.amtrak.com/sharefares Note: The best station stop from Boston is Union Station. Metro-North Railroad – New Haven Line https://new.mta.info/document/124231 Shoreline East https://shorelineeast.com/wp-content/uploads/2023/11/SLE_Sched_Dec2_8.5x11.pdf Hartford Line https://www.hartfordline.com/route_stations/stations.aspx
Pre-registration for this event will close one week prior to the event on April 25, 2024. After that, guests should plan to register onsite at the event provided the event has not sold out.
© 2021 New England Development Research Association
Sitemap